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Wealth news and insights

Our wealth news and insights cover a variety of key topics from the investment world such as retirement, wealth and tax planning, investment ideas and the latest economy and market news. Don’t forget to sign up for all the latest wealth management news if you would like to receive regular financial insights from our experts. You can also download a digital example of our quarterly News & Views publication here.

Latest posts

How to calculate your personal tax allowance over £100,000

In this article, our Head of UK Financial Planning, David Goodfellow, explores the two scenarios that can cause you to pay the 60% tax rate and provides our top tips if you are caught by them.

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Where are we in the market recovery?

In the third webinar of our ‘In conversation with Canaccord Genuity’ series, Tony Dwyer explained what investors should take from the current action of central banks and what we can expect markets to do when a vaccine finally arrives.

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Are we entering a new phase in the market recovery?

Michel Perera, our Chief Investment Officer, explains some of the reasons that are stalling the V-shaped recovery we saw in most economies in May and June and how this has reinforced our current investment strategy. 

 

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Five inheritance tax planning tips to help manage the inheritance tax payable on your estate

Inheritance tax (IHT) is payable on anything of value that’s left behind when you die. The rate is currently 40% and due on anything above the nil-rate band of £325,000, so it’s important you know how it might affect you and your family.

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Canaccord comes out top in Telegraph reader investigation
10 July 2020

At Canaccord Genuity Wealth Management, we always say our clients are at the heart of everything we do. And this article from the Telegraph proves that we practise what we preach. 

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ESG - the COVID-19 silver lining?

In the second webinar of our ‘In conversation with Canaccord Genuity’ series, Patrick Thomas, our Head of ESG (environmental, social and governance) Investments and Jordan Sriharan, Head of our Managed Portfolio Service, discuss all things ESG.

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Investment news update

Canaccord Genuity Group

We're part of Canaccord Genuity Group Inc., a publicly traded company under the symbol CF on the Toronto Stock Exchange. Established in 1950, it is now a leading global financial services firm, operating in wealth management and capital markets.

The Group has offices in 10 countries, including wealth management offices in the UK, Channel Islands, Isle of Man, Canada and Australia. Canaccord Genuity; our international capital markets division, operates in Canada, the US, the UK, France, Ireland, Hong Kong, China, Australia and Dubai.

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All opinions and comments are subject to change without notice. For full Market Abuse regulated disclosures please see here.

IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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